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An analysis of 5-year category wise returns of equity funds done by Cafemutual shows that small-cap funds, midcap funds and contra funds are the top three fund categories with the highest 5-year returns.
Small-cap funds topped the list with 5-year average return of 24.63%. The analysis shows that 76% of the funds in the small-cap category did well.
Following small cap funds, midcap funds and contra funds secured the next two spot in terms of 5-year average returns of 20.75% and 20.39%, respectively.
Multi cap funds and dividend yield funds are not far behind with 5-year category average returns of 20% and 19%, respectively.
Large cap funds stood last with 5-year category average returns of 15.16%.
Let us look at the table to know the complete list of category average returns:
|
Category |
Average Return 5 Year (%) Regular |
Average Return 5 Year (%) Benchmark |
|
Small cap fund |
24.63 |
22.51 |
|
Mid cap fund |
20.75 |
22.98 |
|
Contra fund |
20.39 |
17.59 |
|
Multi-cap fund |
19.73 |
19.53 |
|
Dividend Yield fund |
18.98 |
17.48 |
|
Sector and Thematic fund |
18.48 |
17.57 |
|
Large and Mid cap fund |
17.97 |
19.38 |
|
Value fund |
17.76 |
17.53 |
|
ELSS fund |
16.87 |
17.53 |
|
Flexi cap fund |
16.75 |
17.52 |
|
Focused fund |
16.38 |
17.54 |
|
Large cap fund |
15.16 |
16.11 |
Ranking as per average return regular
